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所在平台: Udemy |
课程主页: https://www.udemy.com/course/certification-in-security-analysis-and-portfolio-management/
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课程名称：安全分析与投资组合管理认证课程 课程概述： 本课程是提升您职业发展的绝佳机会，适合职场新秀、经验丰富的高管、有志于管理的专业人士等。它将帮助您提升安全和投资组合管理能力，提高工作效率并在企业或组织中产生积极而持久的影响。通过本课程，您将学习到安全分析和投资组合管理所需的基本功能和技能，理解资本市场、发行市场、股票交易所及印度股市的运作，掌握风险与回报的关系，熟悉安全分析、有效市场理论等基础知识。还将获得与投资组合管理相关的推荐模板和格式，以及案例研究、衍生品、投资组合分析、资本市场理论和投资组合表现评估等内容。 课程架构： 本课程包含引人入胜的视频讲座、案例研究、评估、可下载资源和互动练习，内容从安全分析与投资组合管理的基础知识，到资本市场与风险回报的引入，涵盖基本分析、股票估值模型、技术分析、有效市场理论、衍生品、投资组合管理与分析、资本市场理论等。 课程大纲： 1. **引言与学习计划** - 课程介绍与讲师介绍 - 学习计划与课程结构 2. **资本市场** - 资本市场概述、台湾及新发行市场 - 印度股市及交易系统 - 印度股市的主要缺陷 3. **风险与回报** - 财务分析、经济分析及资本市场分析 - 风险定义与风险-期望回报关系 4. **安全分析与基本面分析** - 现金流计算、项目评估与良好价值处理 - 基本面分析的概念及经济预测方法 5. **股票估值模型** - 资产负债表估值、自由现金流模型 6. **技术分析与有效市场理论** - 技术分析基础与假设，市场高效理论的益处 7. **衍生品** - 套期保值及期货合约的关键特性 8. **投资组合管理** - 目标转化为策略、风险-回报概念、价值投资 9. **投资组合分析** - 输入与资本市场理论，包括资本资产定价模型（CAPM）等 10. **投资组合表现评估与修订** - 计算投资组合回报的方法，投资组合修订策略 课程特点： - 课堂作业和自我评估测试 - 下载资源和模板供学习使用 - 全面的课程支持，解答时间不超过48小时 总结： 安全分析和投资组合管理是金融投资管理中的关键要素，涉及评估证券的风险与回报特征，以及构建符合投资者目标的投资组合。本课程将帮助您系统地学习与应用这些概念，为您的职业发展提供有力支持。通过投资于自己，您将在未来收获丰富的职业成果。
DescriptionTake the next step in your career! Whether you're an up-and-coming professional, an experienced executive, aspiring manager, budding Professional. This course is an opportunity to sharpen your security and portfolio management capabilities, increase your efficiency for professional growth and make a positive and lasting impact in the business or organization.With this course as your guide, you learn how to:All the basic functions and skills required for security analysis and portfolio management.Transform capital market, new issue market, stock exchanges and stock market in India. Risk and Return. Introduction to the security analysis, efficient market theory.Get access to recommended templates and formats for the detail's information related to Portfolio management.Learn useful case studies, understanding derivatives, portfolio analysis, capital market theory, models, Portfolio performance analysis and portfolio revision.Invest in yourself today and reap the benefits for years to come.The Frameworks of the CourseEngaging video lectures, case studies, assessment, downloadable resources and interactive exercises. This course is created to Learn about security analysis and portfolio management, introduction to capital market, risk and return. Introduction to security analysis, fundamental analysis. Equity valuation models, technical analysis. Efficient market theory, derivatives.Portfolio management, portfolio analysis and the capital market theory will help you to understand the details about the modern portfolio theory. Two factor model. Portfolio performance evaluation and the portfolio revision.The course includes multiple Case studies, resources like formats-templates-worksheets-reading materials, quizzes, self-assessment, film study and assignments to nurture and upgrade your Security analysis and portfolio management.In the first part of the course, you'll learn the details of the Security analysis and portfolio management, introduction to capital market, risk and return, introduction to security analysis, fundamental analysis, equity valuation models.In the middle part of the course, you'll learn how to develop a knowledge of technical analysis, efficient market theory, derivatives, portfolio management and portfolio analysis.In the final part of the course, you'll develop the knowledge related to the capital market theory, models, portfolio performance evaluation and portfolio revision. You will get full support and all your quarries would be answered guaranteed within 48 hours.Course Content:Part 1Introduction and Study Plan· Introduction and know your Instructor· Study Plan and Structure of the Course1. Introduction to Capital Market1.1. Introduction1.2. Capital Market1.3. New Issue Market1.4. Non-voting Shares(Advantages).1.5. Disadvantages1.6. Stock Exchanges1.7. Stock Market in India1.8. Trading System1.9. Principal Weaknesses of Indian Stock Market1.10. National Stock Exchange of India Ltd.1.11. Over the Counter Exchange of India (OTCEI)1.12. Inter-connected Stock Exchange of India1.13. Demutualisation of Stock Exchanges1.14. Investment alternatives1.15. Dematerialization2. Risk and Return2.1. Introduction2.2. Financial Analysis, Economic Analysis and Capital Market Analysis2.3. Risk Defined2.4. Risk and Expected Return2.5. Risk-Return Relationship2.6. Portfolio Diversification and Risk2.7. Benefits of Diversification3. Introduction to Security Analysis3.1. Introduction3.2. Free Cash Flow Calculation3.3. Project Valuation3.4. Warrant Valuation3.5. Treatment of Goodwill4. Fundamental Analysis4.1. Introduction4.2. Fundamental Analysis and Efficient Market4.3. Economy Analysis4.4. Investment-making Process4.5. Economic Forecasting4.6. Anticipatory Surveys4.7. Barometric or Indian Approach4.8. Geometric Model Building Approach4.9. Economy and Industry Analysis4.10. Classification of Industries4.11. Conditions and Profitability4.12. Technology and Research4.13. Company Analysis5.. Equity Valuation Models5.1. Introduction5.2. Balance Sheet Valuation5.3. Free Cash Flow Models, Free Cash Flows to Equity5.4. Calculating EBIDTA6. Technical Analysis6.1.. Introduction6.2. Basic Technical Assumptions6.3. Technical vs Fundamental Analysis6.4. Neutral Networks6.5. Dow Theory6.6. Technical Indicators7. Efficient Market Theory7.1. Introduction.7.2. Efficient Market Hypotheses7.3. Benefits of an Efficient Market (Investors Utility)8. Derivatives8.1. Introduction8.2. Hedging8.3. Important Features of Futures Contract8.4. Mechanism in Futures Contracts:8.5. Differences between Futures and Options9. Portfolio Management9.1. Introduction9.2. Turning your Goals into a Strategy9.3. Risk-reward Concept9.4. Investment Risk Pyramid9.5. Value InvestingPart 210. Portfolio Analysis10.1. Introduction10.2. Inputs to Portfolio Analysis11. Capital Market Theory11.1. Introduction11.2. Introduction to CAPM11.3. Security Market Line (SML)11.4. Capital Market Line (CML)12. Models12.1. Introduction12.2. Two Factor Model13. Portfolio Performance Evaluation13.1. Introduction13.2. Methods of Calculating Portfolio Returns13.3. Market Timing14. Portfolio Revision14.1. Introduction14.2. Portfolio Revision StrategiesPart 315. Assignments16. What do you mean by capital market? Explain security analysis.17. Define project valuation and warrant valuation.18. What do you mean my portfolio management? What do mean by portfolio revision strategies?19. Practice Test 120. Practice Test 2Downloadable Resources and Templates1. Project portfolio summary2. Project portfolio scorecard.Security Analysis and Portfolio Management process designSecurity Analysis and Portfolio Management case studiesSecurity Analysis and Portfolio Management templatesSecurity Analysis and Portfolio Management in businessSecurity analysis and portfolio management are critical components of investment management within the field of finance. They involve assessing the risk and return characteristics of securities and constructing portfolios that align with investors' objectives. Here's an overview of these concepts in a business context:Security Analysis:Definition: Security analysis is the process of evaluating the financial instruments, such as stocks and bonds, to make informed investment decisions. It involves assessing the intrinsic value of a security, considering both quantitative and qualitative factors.Key Components:1. Fundamental Analysis:Examines the financial health of a company by analyzing its financial statements, management, industry position, and economic conditions.Seeks to determine the intrinsic value of a security based on its underlying fundamentals.2. Technical Analysis:Analyzes historical price and volume data to identify trends and patterns.Aims to predict future price movements based on past market behavior.3. Quantitative Analysis:Involves mathematical models and statistical techniques to analyze financial data.Utilizes metrics such as ratios, statistical measures, and financial modeling.4. Economic Analysis:Examines macroeconomic factors, including interest rates, inflation, and overall economic conditions.Considers the impact of economic indicators on investment decisions.Business Implications:Helps businesses make informed investment decisions by assessing the financial health of potential investments.Supports strategic decision-making by providing insights into the economic environment and industry trends.Portfolio Management:Definition: Portfolio management involves the creation and maintenance of an investment portfolio that aligns with an investor's risk tolerance, return objectives, and investment horizon. It aims to optimize the risk-return trade-off by diversifying investments across different asset classes.Key Components:1. Asset Allocation:Determines the mix of asset classes (stocks, bonds, cash) in a portfolio.Aims to balance risk and return by diversifying across different types of assets.2. Diversification:Spreads investments across different securities and sectors to reduce the impact of individual security or sector risks.Aims to enhance portfolio stability and reduce volatility.3. Risk Management:Involves assessing and managing the risk associated with the portfolio.Includes strategies such as setting stop-loss orders, using derivatives, and employing risk models.4. Performance Evaluation:Regularly reviews and evaluates the performance of the portfolio against its objectives.Adjusts the portfolio based on changes in market conditions or shifts in the investor's risk profile.Business Implications:Businesses can use portfolio management principles to manage their own investment portfolios or pension funds.Helps optimize the allocation of financial resources and maximize returns while managing risk.Integration in Business Decision-Making:1. Capital Budgeting:Security analysis supports capital budgeting decisions by assessing the financial viability of potential investments.Portfolio management principles guide the allocation of capital across different projects.2. Risk Management:Security analysis assists in evaluating the risk associated with financial instruments.Portfolio management principles contribute to overall risk management strategies by diversifying investments.3. Strategic Planning:Both security analysis and portfolio management contribute to strategic planning by providing insights into financial market conditions, industry trends, and potential investment opportunities.4. Resource Allocation:Portfolio management principles can be applied to allocate financial resources effectively, optimizing the risk-return trade-off.In summary, security analysis and portfolio management are integral components of financial decision-making for businesses. They provide a systematic approach to evaluating and managing financial assets, contributing to the achievement of business objectives and financial goals.
